 Our Company
Bluemont Capital Advisors, LLC, is an independent, Registered Investment
Advisor firm based in Northern Virginia. The firm was founded by Carolyn
Stys with a group of experienced professionals to serve the investment and
planning needs of high net worth individuals and family offices, trusts,
retirement plans and foundations.
As your trusted financial partner, we provide individual, highly customized
plans that help you achieve financial independence, security and freedom.
Our clients span a wide range of professionals, executives and
entrepreneurs. We work closely with retirees, trusts and foundations, and
individuals and specialize in strategies for clients who are experiencing
dramatic life changes such as death, divorce and wealth transfers. We also help clients re-shape their financial
foundation in times of economic turbulence.
Our over-riding goal in all of these situations is to provide the insight required to ensure that, no matter what the financial situation, our clients’ finances are working as efficiently as possible to achieve their financial goals.
As an independent, fee-only firm, Bluemont Capital Advisors, LLC does not receive commissions on any securities or products. We are held to a fiduciary standard of care, which simply means we are required to put our client’s needs first and foremost. As such, we focus on selecting investments and pursuing asset allocation strategies that uniquely serve each client.
At Bluemont, we work with the members of your financial team, including CPAs and estate attorneys, to provide customized and comprehensive solutions to meet your goals. In short, the goal of Bluemont Capital Advisors, LLC is to help our clients reach their specific financial goals by simplifying the often overwhelming investment process, providing thoughtful guidance regarding complex financial decisions and becoming your trusted financial partner.
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